BW
Babcock & Wilcox Enterprises, Inc.
$16.08
+1.39%
$2.4B
No data for this timeframe.
Vol
Market Cap$2.4B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$771.1M
Inst. Activity12 buys / 6 sells
Insider Activity2B / 1S
Insider Net $-$10.3M
Reddit Sentiment64° Warm
SEC Reports5
Exchange NYSE·Sector Heating Equipment, Except Electric & Warm Air Furnaces·Inc. DE·CIK 0001630805·Prev Close $15.86
Recent Activity
Jun 11, 2026
SEC
A small institutional cluster formed at Babcock & Wilcox in Q3 2025, dominated entirely by mega-passive managers. Vangua
INST-CLUSTER — Impact 3/10
May 29, 2026
Insider
Dziewisz John J surrendered for taxes 50,715 shares
General Counsel & Secretary @ $19.18 ($972.7K)
May 29, 2026
Insider
Dziewisz John J was granted 50,000 shares
General Counsel & Secretary
May 29, 2026
Insider
Dziewisz John J acquired via exercise 115,000 shares
General Counsel & Secretary @ $19.18 ($2.2M)
May 15, 2026
SEC
Babcock & Wilcox Enterprises, Inc. (BW-PA) is issuing 10,810,811 shares of common stock at $18.50 per share in an underw
424B5 — Impact 5/10
May 11, 2026
SEC
Babcock & Wilcox Enterprises reported Q1 2026 revenue of $214.4M, a 44% YoY increase and well above the $149.7M consensu
8-K — Impact 7/10
Inst.
AMERIPRISE FINANCIAL INC — ADD
3,603,551 shares ($52.9M)
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — DOUBLED
2,974,324 shares ($43.7M)
Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$24.67 (Jan 2026)
Current $16.08
Low $23.00
Median $25.00
High $26.00
3 analysts
$23.00
$26.00
Analyst Ratings
3Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jan 22, 2026 | Northland Capital Markets | INITIATE | Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.03 ▲ +25.0% | $0.02 — $0.03 | 104% YoY | 2 |
| Next Q | $0.07 ▼ -4.5% | $0.06 — $0.08 | -79% YoY | 2 |
| Current FY | $0.15 ▼ -21.1% | $0.15 — $0.15 | 163% YoY | 1 |
| Next FY | $0.47 ▼ -31.8% | $0.31 — $0.64 | 217% YoY | 2 |
Latest Reports
NEUTRAL
INST-CLUSTER
3/10
A small institutional cluster formed at Babcock & Wilcox in Q3 2025, dominated entirely by mega-passive managers. Vangua
Jun 11, 2026
NEUTRAL
424B5
5/10
Babcock & Wilcox Enterprises, Inc. (BW-PA) is issuing 10,810,811 shares of common stock at $18.50 per share in an underw
May 15, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Hood River Capital Management | $170.5M | NEW |
| Neuberger Berman Group LLC | $73.9M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $65.4M | — |
| AMERIPRISE FINANCIAL INC | $52.9M | ADD |
| MARSHALL WACE, LLP | $50.1M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 29, 2026 | Dziewisz John | F | $972.7K |
| May 29, 2026 | Dziewisz John | A | $0.00 |
| May 29, 2026 | Dziewisz John | M | $2.2M |
| May 29, 2026 | Dziewisz John | M | $0.00 |
| May 15, 2026 | Tato Joseph | D | $992.0K |
Reddit Sentiment
64°▲
Warm
Bearish
Neutral
Bullish
50 institutional holders with $771.1M total value (52,516,204 shares) as of 2026-Q1. Top holders: Hood, Neuberger, VANGUARD. Net buying activity: 12 institutions added/increased vs 6 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Hood River Capital Management LLC | 11,603,688 | $170.5M | 22.1% | NEW |
| 2 | Neuberger Berman Group LLC | 5,053,037 | $73.9M | 9.6% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 4,452,636 | $65.4M | 8.5% | — |
| 4 | AMERIPRISE FINANCIAL INC | 3,603,551 | $52.9M | 6.9% | ADD +50.0% |
| 5 | MARSHALL WACE, LLP | 3,411,162 | $50.1M | 6.5% | ADD +42.4% |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2,974,324 | $43.7M | 5.7% | DOUBLED +777.3% |
| 7 | CITADEL ADVISORS LLC | 2,554,997 | $37.5M | 4.9% | — |
| 8 | DRIEHAUS CAPITAL MANAGEMENT LLC | 2,380,613 | $35.0M | 4.5% | NEW |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,072,700 | $30.4M | 3.9% | — |
| 10 | BlackRock, Inc. | 1,618,007 | $23.8M | 3.1% | ADD +56.6% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,280,221 | $18.8M | 2.4% | — |
| 12 | BANK OF AMERICA CORP /DE/ | 1,096,502 | $16.1M | 2.1% | DOUBLED +1743.7% |
| 13 | Legal & General Group Plc | 1,041,405 | $15.3M | 2.0% | NEAR_EXIT -80.6% |
| 14 | SEI INVESTMENTS CO | 873,867 | $12.8M | 1.7% | ADD +42.2% |
| 15 | Connor, Clark & Lunn Investment Management Ltd. | 843,782 | $12.4M | 1.6% | DOUBLED +186.1% |
| 16 | GOLDMAN SACHS GROUP INC | 821,623 | $12.1M | 1.6% | — |
| 17 | TWO SIGMA INVESTMENTS, LP | 814,849 | $12.0M | 1.6% | — |
| 18 | D. E. Shaw & Co., Inc. | 772,100 | $11.3M | 1.5% | — |
| 19 | ROYCE & ASSOCIATES LP | 660,000 | $9.7M | 1.3% | ADD +85.9% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 548,388 | $8.1M | 1.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | ADD | 2,401,641 | 3,603,551 | +50.0% | $52.9M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 339,020 | 2,974,324 | +777.3% | $43.7M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 59,474 | 1,096,502 | +1743.7% | $16.1M | 2026-Q1 |
| Legal & General Group Plc | NEAR_EXIT | 5,380,991 | 1,041,405 | -80.6% | $15.3M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 614,692 | 873,867 | +42.2% | $12.8M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 294,924 | 843,782 | +186.1% | $12.4M | 2026-Q1 |
| ROYCE & ASSOCIATES LP | ADD | 355,000 | 660,000 | +85.9% | $9.7M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 642,573 | 283,661 | -55.9% | $4.2M | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC | DOUBLED | 122,280 | 271,492 | +122.0% | $4.0M | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 10,091 | 223,276 | +2112.6% | $3.3M | 2026-Q1 |
| Gotham Asset Management, LLC | DOUBLED | 41,477 | 86,608 | +108.8% | $1.3M | 2026-Q1 |
| Hudson Bay Capital Management LP | ADD | 40,300 | 65,028 | +61.4% | $955.3K | 2026-Q1 |
| OMERS ADMINISTRATION Corp | TRIM | 38,500 | 16,100 | -58.2% | $236.5K | 2026-Q1 |
| Assenagon Asset Management S.A. | NEAR_EXIT | 277,744 | 15,571 | -94.4% | $228.7K | 2026-Q1 |
| Rockefeller Capital Management L.P. | TRIM | 3,942 | 2,043 | -48.2% | $30.0K | 2026-Q1 |
| HRT FINANCIAL LP | DOUBLED | 292,008 | 870,111 | +198.0% | $12.8K | 2026-Q1 |
| FMR LLC | NEAR_EXIT | 1,744 | 280 | -83.9% | $4.1K | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | DOUBLED | 4 | 8 | +100.0% | $117.00 | 2026-Q1 |
| Hood River Capital Management LLC | NEW | — | 10,648,389 | — | $67.5M | 2025-Q4 |
| MARSHALL WACE, LLP | ADD | 2,366,601 | 3,371,134 | +42.4% | $21.4M | 2025-Q4 |
| AMERIPRISE FINANCIAL INC | NEW | — | 2,401,641 | — | $15.2M | 2025-Q4 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | NEW | — | 2,275,156 | — | $14.4M | 2025-Q4 |
| BlackRock, Inc. | ADD | 875,545 | 1,371,166 | +56.6% | $8.7M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 33,374 | 642,573 | +1825.4% | $4.1M | 2025-Q4 |
| SEI INVESTMENTS CO | DOUBLED | 35,016 | 614,692 | +1655.5% | $3.9M | 2025-Q4 |
10 unique insiders with 40 transactions. Net insider value: -$10.3M ($125.0K bought, $10.4M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 29, 2026 | Dziewisz John J | General Counsel & Secretary | TAX W/H | 50,715 | $19.18 | $972.7K |
| May 29, 2026 | Dziewisz John J | General Counsel & Secretary | AWARD | 50,000 | — | — |
| May 29, 2026 | Dziewisz John J | General Counsel & Secretary | EXERCISE | 115,000 | $19.18 | $2.2M |
| May 29, 2026 | Dziewisz John J | General Counsel & Secretary | EXERCISE | 53,334 | — | — |
| May 15, 2026 | Tato Joseph A | Director | D | 46,750 | $21.22 | $992.0K |
| May 15, 2026 | Tato Joseph A | Director | EXERCISE | 85,000 | $21.22 | $1.8M |
| May 15, 2026 | Tato Joseph A | Director | AWARD | 8,725 | — | — |
| May 15, 2026 | Moeller Philip D | Director | EXERCISE | 85,000 | $21.22 | $1.8M |
| May 15, 2026 | Moeller Philip D | Director | D | 46,750 | $21.22 | $992.0K |
| May 15, 2026 | Moeller Philip D | Director | AWARD | 8,725 | — | — |
| May 15, 2026 | Akbari Dr. Homaira | Director | AWARD | 8,725 | — | — |
| May 15, 2026 | Akbari Dr. Homaira | Director | EXERCISE | 3,021 | $21.22 | $64.1K |
| May 15, 2026 | Howe Alan B | Director | AWARD | 8,725 | — | — |
| May 15, 2026 | Howe Alan B | Director | EXERCISE | 85,000 | $21.22 | $1.8M |
| May 15, 2026 | Howe Alan B | Director | D | 46,750 | $21.22 | $992.0K |
| May 15, 2026 | Stahl Rebecca L | Director | EXERCISE | 85,000 | $21.22 | $1.8M |
| May 15, 2026 | Stahl Rebecca L | Director | D | 46,750 | $21.22 | $992.0K |
| May 15, 2026 | Stahl Rebecca L | Director | AWARD | 8,725 | — | — |
| May 15, 2026 | Boness Naomi Louise | Director | AWARD | 8,725 | — | — |
| May 15, 2026 | Boness Naomi Louise | Director | D | 46,750 | $21.22 | $992.0K |
| May 15, 2026 | Boness Naomi Louise | Director | EXERCISE | 85,000 | $21.22 | $1.8M |
| Mar 18, 2026 | Young Kenneth M | Chief Executive Officer | BUY | 7,000 | $15.15 | $106.0K |
| Mar 18, 2026 | Frymyer Cameron M | Chief Financial Officer | BUY | 1,285 | $14.76 | $19.0K |
| Mar 16, 2026 | Frymyer Cameron M | Chief Financial Officer | AWARD | 225,000 | — | — |
| Mar 16, 2026 | Frymyer Cameron M | Chief Financial Officer | EXERCISE | 225,000 | $10.51 | $2.4M |
| Mar 16, 2026 | Young Kenneth M | Chief Executive Officer | TAX W/H | 119,625 | $10.51 | $1.3M |
| Mar 16, 2026 | Young Kenneth M | Chief Executive Officer | EXERCISE | 250,000 | $10.51 | $2.6M |
| Mar 16, 2026 | Dziewisz John J | General Counsel & Secretary | EXERCISE | 25,000 | $10.51 | $262.8K |
| Mar 16, 2026 | Frymyer Cameron M | Chief Financial Officer | TAX W/H | 100,350 | $10.51 | $1.1M |
| Mar 16, 2026 | Dziewisz John J | General Counsel & Secretary | TAX W/H | 11,150 | $10.51 | $117.2K |
| Mar 16, 2026 | Dziewisz John J | General Counsel & Secretary | AWARD | 25,000 | — | — |
| Mar 16, 2026 | Young Kenneth M | Chief Executive Officer | AWARD | 250,000 | — | — |
| Mar 5, 2026 | Dziewisz John J | General Counsel & Secretary | EXERCISE | 75,000 | $13.29 | $996.7K |
| Mar 5, 2026 | Young Kenneth M | Chief Executive Officer | EXERCISE | 150,000 | $13.29 | $2.0M |
| Mar 5, 2026 | Frymyer Cameron M | Chief Financial Officer | EXERCISE | 75,000 | $13.29 | $996.7K |
| Mar 5, 2026 | Dziewisz John J | General Counsel & Secretary | TAX W/H | 33,513 | $13.29 | $445.4K |
| Mar 5, 2026 | Frymyer Cameron M | Chief Financial Officer | TAX W/H | 33,450 | $13.29 | $444.6K |
| Mar 5, 2026 | Young Kenneth M | Chief Executive Officer | TAX W/H | 75,150 | $13.29 | $998.7K |
| Feb 11, 2026 | BRC Group Holdings, Inc. | 10%+ Owner | SELL | 1,155,382 | $9.00 | $10.4M |
| Jan 29, 2026 | Akbari Dr. Homaira | Director | AWARD | 3,021 | — | — |
5 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 5.0/10.
NEUTRAL
INST-CLUSTER
3/10
A small institutional cluster formed at Babcock & Wilcox in Q3 2025, dominated entirely by mega-pass
Jun 11, 2026
NEUTRAL
424B5
5/10
Babcock & Wilcox Enterprises, Inc. (BW-PA) is issuing 10,810,811 shares of common stock at $18.50 pe
May 15, 2026
BULLISH
8-K
7/10
Babcock & Wilcox Enterprises reported Q1 2026 revenue of $214.4M, a 44% YoY increase and well above
May 11, 2026
NEUTRAL
CLUSTER
4/10
Babcock & Wilcox executives executed a mix of derivative exercises, share grants, and tax withholdin
Mar 18, 2026
BULLISH
INST-CLUSTER
6/10
Three major passive institutional investors — Morgan Stanley, Schwab, and UBS — significantly increa
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Jan 2026): 91% buy across 11 analysts — 3 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$24.67 mean target (Jan 2026)
$23.00 Low
$26.00 High
| Metric | Value |
|---|---|
| Current Price | $16.08 |
| Target Low | $23.00 |
| Target Mean | $24.67 |
| Target Median | $25.00 |
| Target High | $26.00 |
| # Analysts | 3 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.03 | $0.02 | $0.03 | 104.3% | +25.0% | 0↑ 1↓ | $0.2B | 36.7% | 2 |
| Next Q 2026-09-30 |
$0.07 | $0.06 | $0.08 | -79.0% | -4.5% | 0↑ 1↓ | $0.2B | 50.3% | 2 |
| Current FY 2026-12-31 |
$0.15 | $0.15 | $0.15 | 163.2% | -21.1% | 0↑ 1↓ | $0.9B | 58.9% | 1 |
| Next FY 2027-12-31 |
$0.47 | $0.31 | $0.64 | 216.7% | -31.8% | 0↑ 2↓ | $1.2B | 30.0% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.025 | |
| 7d ago | $0.025 | |
| 30d ago | $0.020 | +0.005 |
| 60d ago | $0.023 | +0.002 |
| 90d ago | $0.010 | +0.015 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jan 22, 2026 | Northland Capital Markets | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| May 1, 2026 | 3 | 7 | 1 | 0 | 0 | 91% | |
| Apr 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Mar 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Feb 1, 2026 | 3 | 7 | 2 | 0 | 0 | 83% | |
| Jan 1, 2026 | 3 | 6 | 2 | 0 | 0 | 82% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
64°
Warm
Bearish
Neutral
Bullish
7 mentions
3 bullish
0 bearish
7 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 29, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 29, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 12, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 12, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 21, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 21, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 7, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Babcock and Wilcox (BW)
▲ 1
💬 0
⚡ 0.5
May 7, 2026
earnings_calendar
BW Q1 2026 Earnings Scheduled — 2026-05-07
Apr 30, 2026
short_volume
Short Volume: BW — 56.1% short (0.5M / 1.0M)
Short: 542,916 | Exempt: 0 | TRF Vol: 967,907 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: BW — 62.7% short (0.9M / 1.4M)
Short: 888,819 | Exempt: 1,142 | TRF Vol: 1,417,201 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
Apr 10, 2026
short_volume
Short Volume: BW — 55.8% short (0.5M / 1.0M)
Short: 543,137 | Exempt: 2,782 | TRF Vol: 974,131 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
short_volume
Short Volume: BW — 55.6% short (1.5M / 2.7M)
Short: 1,509,713 | Exempt: 5,097 | TRF Vol: 2,716,597 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Mar 23, 2026
short_volume
Short Volume: BW — 61.1% short (1.3M / 2.1M)
Short: 1,260,935 | Exempt: 6,539 | TRF Vol: 2,063,569 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
Mar 16, 2026
earnings_calendar
BW Q4 2025 Earnings After Market Close — 2026-03-16